Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7,282 $81.8K 0.01% -647 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,624 $63.2K <0.01% -701 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,241 $58.9K <0.01% -1,290 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 5,100 $57.3K <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 5,000 $56.1K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4,911 $55.2K 0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 4,890 $54.9K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,832 $54.3K 0.02% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 4,160 $46.7K 0.02% new 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 3,944 $44.3K <0.01% -17,324 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,907 $43.9K 0.01% +521 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,584 $40K 0.02% -6,893 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,341 $37.5K <0.01% -7,269 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,267 $36.7K 0.01% -182 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,244 $36.4K <0.01% -73,573 13F-HR Timeline Group Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,000 $33.7K 0.03% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,785 $31.3K 0.01% -411 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,348 $26.4K <0.01% +73 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,278 $25.6K <0.01% -87 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,150 $24.1K <0.01% new 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,896 $21.3K <0.01% +1,030 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,628 $18.3K <0.01% +65 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,418 $15.9K <0.01% +81 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,369 $15.4K <0.01% +114 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,368 $15.4K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,217 $13.7K <0.01% -128 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,174 $13.4K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,172 $13.2K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,071 $12K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,029 $11.6K <0.01% -33 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,023 $11.5K <0.01% +73 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 853 $9.58K <0.01% -363 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 765 $8.59K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 755 $8.48K <0.01% -306 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 750 $8.42K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 742 $8.33K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 697 $7.83K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 694 $7.79K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 651 $7.31K <0.01% -85 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 623 $7K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 607 $6.82K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 588 $6.6K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 560 $6.29K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 517 $5.81K <0.01% -1,098 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 515 $5.78K 0.03% +5 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 500 $5.62K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 459 $5.16K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 428 $4.81K <0.01% -589 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 411 $4.6K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 393 $4.41K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 382 $4.29K <0.01% -144 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 348 $3.91K <0.01% +49 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 333 $3.74K <0.01% -32,464 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 323 $3.63K <0.01% -590 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 302 $3.39K <0.01% -96 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 300 $3.37K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 292 $3.28K <0.01% +139 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 276 $3.1K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 328 $3K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 241 $2.71K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 232 $2.61K <0.01% +17 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 208 $2.34K <0.01% +58 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 182 $2.04K <0.01% +27 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 177 $1.99K <0.01% 0 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 160 $1.8K <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 164 $1.76K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 156 $1.75K <0.01% -60 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 150 $1.69K <0.01% -145 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 144 $1.54K <0.01% +38 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 135 $1.52K <0.01% +73 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 133 $1.49K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 122 $1.37K <0.01% -11 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 121 $1.36K <0.01% +21 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 112 $1.26K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 96 $1.08K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 70 $786 <0.01% -1,280 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 69 $775 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 60 $674 <0.01% -70 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 54 $607 <0.01% +31 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 47 $528 <0.01% new 13F-HR/A Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 43 $483 <0.01% -30 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 38 $427 <0.01% +22 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 35 $393 <0.01% 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 34 $372 <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 29 $326 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 28 $315 <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 27 $303 <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 26 $292 <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 19 $213 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 18 $213 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 12 $135 <0.01% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 12 $135 <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 9 $101 <0.01% +2 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5 $56 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 2 $22 <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1 $11 <0.01% -2,000 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $11 <0.01% 0 13F-HR Timeline Group ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $11 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $3 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 75 $0 0% -3 13F-HR Timeline Group Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 69 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,418 $50M 0 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.